Purchases and Sales Made in Q4 2024 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES PFD AND .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.52K- 19.72% |
$141K - $151K
|
18.4K
$568K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.57K- 2.06% |
$143K - $153K
|
218K
$6.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-4.66K- 3.79% |
$145K - $156K
|
118K
$3.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-4.7K- 17.86% |
$147K - $157K
|
21.6K
$666K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-4.7K- 19.4% |
$147K - $157K
|
19.5K
$603K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.71K- 10.74% |
$147K - $158K
|
39.2K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-4.76K- 26.39% |
$149K - $159K
|
13.3K
$409K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.79K- 11.25% |
$150K - $161K
|
37.8K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-4.8K- 32.32% |
$150K - $161K
|
10.1K
$310K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.85K- 14.85% |
$151K - $162K
|
27.8K
$857K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.86K- 14.28% |
$152K - $163K
|
29.2K
$901K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5K- 17.88% |
$156K - $168K
|
23K
$709K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.07K- 24.54% |
$158K - $170K
|
15.6K
$481K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-5.1K- 37.52% |
$159K - $171K
|
8.49K
$262K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5.13K- 27.52% |
$160K - $172K
|
13.5K
$417K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-5.13K- 48.26% |
$160K - $172K
|
5.5K
$170K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.16K- 6.23% |
$161K - $173K
|
77.7K
$2.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.2K- 3.32% |
$162K - $174K
|
151K
$4.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-5.32K- 6.15% |
$166K - $178K
|
81.3K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.49K- 20.41% |
$172K - $184K
|
21.4K
$661K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-5.53K- 2.36% |
$173K - $185K
|
229K
$7.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.64K- 3.43% |
$176K - $189K
|
158K
$4.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-5.64K- 13.36% |
$176K - $189K
|
36.6K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.73K- 3.95% |
$179K - $192K
|
139K
$4.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5.88K- 21.07% |
$184K - $197K
|
22K
$680K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-6K- 36.57% |
$187K - $201K
|
10.4K
$321K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-6.08K- 6.36% |
$190K - $204K
|
89.5K
$2.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-6.1K- 33.81% |
$191K - $205K
|
12K
$369K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-6.19K- 6.52% |
$193K - $207K
|
88.7K
$2.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-6.2K- 6.02% |
$194K - $208K
|
96.8K
$2.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.28K- 1.65% |
$196K - $211K
|
375K
$11.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-6.33K- 7.34% |
$198K - $212K
|
79.9K
$2.47M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-6.38K- 0.93% |
$199K - $214K
|
679K
$20.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-6.38K- 11.71% |
$199K - $214K
|
48.1K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-6.43K- 16.04% |
$201K - $215K
|
33.7K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.54K- 37.8% |
$204K - $219K
|
10.8K
$332K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.69K- 3.64% |
$209K - $224K
|
177K
$5.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-6.7K- 11.85% |
$209K - $225K
|
49.9K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.75K- 38.55% |
$211K - $226K
|
10.8K
$332K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-6.79K- 40.2% |
$212K - $227K
|
10.1K
$311K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-6.96K- 17.59% |
$217K - $233K
|
32.6K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7K- 34.41% |
$219K - $235K
|
13.3K
$412K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-7.01K- 25.99% |
$219K - $235K
|
20K
$616K
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-7.29K- 8.78% |
$228K - $244K
|
75.8K
$2.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.41K- 28.49% |
$231K - $248K
|
18.6K
$574K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-7.55K- 32.3% |
$236K - $253K
|
15.8K
$488K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-7.64K- 20.1% |
$239K - $256K
|
30.4K
$937K
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-7.7K- 4.3% |
$240K - $258K
|
172K
$5.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.83K- 20.25% |
$244K - $262K
|
30.8K
$951K
|
|
|
Feb 12, 2025
Q4 2024
|
Stonebridge Advisors LLC
Wilton, CT |
SELL
|
- |
-8.02KClosed |
$250K - $269K
|
0
$0
|